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Scheeler Financial LLC’s Invesco QQQ Trust QQQ Stock Holding History

Scheeler Financial LLC’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$263K Buy
+356
New +$254K 0.2% 49

Other funds holding QQQ

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Scheeler Financial LLC's QQQ Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 356 shares worth $263K. The stake represents 0.2% of the portfolio and ranks #49 among its holdings.

312 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Scheeler Financial LLC held 356 shares of Invesco QQQ Trust worth $263K as of Q3 2026.
  • Invesco QQQ Trust was a new Scheeler Financial LLC position in Q3 2026.
  • Invesco QQQ Trust made up 0.2% of Scheeler Financial LLC's portfolio in Q3 2026, its #49 holding.
  • 312 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.